The Oxford Club - The Skousen Report - SpaceX IPO Murdoch (C6GcQ1m11w)

Tag: #Murdoch, #cdl, #eiza gonzález, #nylottery

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So… hoodat? This is the Ron Baron’s Baron johnny depp Partners Fund (BPTRX for the retail shares, minimum investment $2,000 and 1.3% adjusted expense ratio, or BPTIX for the institutional shares, $1 million minimum and 1.05% adjusted expense ratio).

And yes, Ron Baron has been a big Elon fan and backer for decades, a heavy investor in Tesla for years and a big investor in SpaceX for a long time

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Portfolio Holdings & Characteristics

Space Exploration Technologies Corp. Industrials 33.0% [Percentage Owned]

The Baron Partners Fund (BPTRX) holds a chicago pd significant, high-conviction position in SpaceX, often comprising over 20-30% of its total assets as of late 2025. Managed by Ron and David Baron, this non-diversified, leveraged fund provides retail investors with indirect exposure to private SpaceX shares. The fund has seen significant gains from this stake.  Baron Capital +3Key Details on Baron Partners Fund & SpaceX:Significant Exposure: As of December 31, 2025, SpaceX was a massive part of the Baron Partners Fund (BPTRX) portfolio, with some reports indicating around 29% to over 30% of total assets.Performance Impact: The fund's heavy concentration in SpaceX and Tesla has driven high returns, with a 741% total return over the past 10 years as of April 2026.Valuation Changes: SpaceX holdings are re-priced periodically, which can lead to significant jumps in the fund's net asset value.Risk Profile: Because the fund is non-diversified and heavily concentrated in a few growth companies, it is hannah walters considered high-risk, despite offering daily liquidity for investors.Alternative Fund: The Baron Focused, Growth Fund (BFGFX) also holds a substantial, though smaller, stake in SpaceX (roughly 19% as of late 2025).  Baron Capital +4

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